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Sundaram Ultra Short Duration Fund (Formerly Known as Prinicpal Ultra Short Term Fund) Regular Plan -IDCW

Sundaram · Ultra Short Duration
Low
₹1155.92
Current NAV
27 Jun 2025
23.7%
1Y Return
9.7%
3Y CAGR
13.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.57).
  • Very large asset base (AUM: ₹23,120 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.57
Sharpe Ratio
0.77
Beta
6.57
Alpha
0.67
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Fund Details
Fund House Sundaram
Category Ultra Short Duration
AUM ₹23120 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
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